What is Evercore's investments - amortized cost basis?

Evercore (EVR) reported investments - amortized cost basis of $1.66M in Q1 2026.

How has Evercore's investments - amortized cost basis changed year-over-year?

Evercore's investments - amortized cost basis increased by 157.4% year-over-year, from $645K to $1.66M.

What is the long-term trend for Evercore's investments - amortized cost basis?

Over 5 years (2020 to 2025), Evercore's investments - amortized cost basis has grown at a 19.6% compound annual growth rate (CAGR), from $683K to $1.67M.

Evercore EVR Investments - Amortized Cost Basis

Investments - Amortized Cost Basis at other companies

JPMorgan ChaseJPM

——

Jefferies Financial GroupJEF

——

Stifel FinancialSF

——

SEI InvestmentsSEIC

——

EFC

Ellington Financial Inc.EFC

——

Other financials

Income statement

See full

Revenue$1.4B+100%

Net income$301.2M+106%

EPS (diluted)$7.20+107%

Balance sheet

See full

Cash & equivalents$996.1M+77.0%

Total debt$1.1B+29.6%

Total equity$1.8B+18.3%

Total assets$4.3B+31.9%

Cash flow

See full

Operating cash flow-$225.9M+58.9%

CapEx$3.1M-84.2%

Free cash flow-$229.0M+59.8%

Valuation

See full

Market cap$14.38B+51.3%

Enterprise value$14.48B+47.3%

P/E19.3×-2.4×

P/S3.2×+0.1×

Profitability

See full

Net margin16.4%+2.2pp

FCF margin33.4%+11.8pp

Returns & leverage

See full

Return on equity45.4%+15.7pp

Debt / equity0.6×+0.1×

Current ratio2.8×-0.5×

Where this comes from

Reported directly by Evercore in its filing.

Tagged under the XBRL concept us-gaap:EquitySecuritiesWithoutReadilyDeterminableFairValueAmount.

The official record: Evercore’s 10-Q, filed May 6, 2026, on SEC EDGAR. View the filing →

Ask your AI about Evercore's investments - amortized cost basis.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI

Claude

Questions, answered.

What is Evercore's investments - amortized cost basis?: Evercore (EVR) reported investments - amortized cost basis of $1.66M in Q1 2026.
How has Evercore's investments - amortized cost basis changed year-over-year?: Evercore's investments - amortized cost basis increased by 157.4% year-over-year, from $645K to $1.66M.
What is the long-term trend for Evercore's investments - amortized cost basis?: Over 5 years (2020 to 2025), Evercore's investments - amortized cost basis has grown at a 19.6% compound annual growth rate (CAGR), from $683K to $1.67M.